Establishing Permissions for Legacy Sales Planning

Authorize teammates for administering Legacy Sales Planning, managing sales plans, and contributing to or viewing areas of sales plans.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience

Available for an additional cost in: Enterprise, Performance, Unlimited, and Developer Editions with Sales Planning in English only, and only if you have Web Services API enabled

Important

Feature is scheduled for retirement as of Summer'26. See Sales Planning version 1 Retirement

• Considerations and Allocations for Permissions and Queries
  Determine each team member’s level of authority based on their goals and anticipate query allocations in Legacy Sales Planning.
• Assign Licenses and Permissions for Legacy Sales Planning
  Give teammates the authority to administer sales plans, manage sales plans, design territories, and edit or view specific areas so that they can participate in the end-to-end sales planning process.